﻿<%@ Page Title="" Language="C#" MasterPageFile="~/Retirement/retirement.master" AutoEventWireup="true" CodeFile="fundSwitch.aspx.cs" Inherits="Retirement_fundSwitchPremiumRedirection" %>

<asp:Content ID="Content" ContentPlaceHolderID="retirement_ContentPlaceHolder" runat="Server">

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            list-style-image: url('http://localhost:56446/WorldTradeBank/Retirement/Images/square_bullet_red.png');
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        .tbl_fundSwitch th, td
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            text-align: left;
            height:30px;
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        .tbl_premiumRedirection th, td
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            height:30px;
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     <h2 id="heading">
        <a href="../home.aspx">World Trade Bank</a> > <a href="home.aspx">Retirement</a>
        > <a href="myPortfolio.aspx">My Portfolio</a> > Fund Switch / Premium Redirection</h2>

    <p style="font-family: 'Oxygen', Arial; font-weight: bold; font-size: 40px">
      Fund Switch / Premium Redirection</p>

        <fieldset>
        <legend style="font-size: 28px; font-weight: bold">Advice</legend>
        <br />
        It is important to seek advice from your WorldTrade Representative before submitting this Application. Your WorldTrade Representative can
        provide suitable recommendations to you, taking into account your financial objectives, financial situation and particular needs.
       <br /><br />
        <asp:RadioButton ID="cb_metRepresentative" runat="server" 
                Text="I/We met my Representative and:" GroupName="metRepresentative" /><br />
        <ul>
            <li>DID obtain advice from my/our Representative before submitting this Application; OR</li>
            <li>DID obtain advice from my/our Representative BUT the transaction I/We have chosen is not a transaction recommended by my/our
                Representative; OR</li>
            <li>notified my/our Representative that I/We do not want any advice.</li>
        </ul>
        <br />

        <asp:RadioButton ID="cb_didNotMetRepresentative" runat="server" 
                Text="I/We DID NOT meet my/our Representative before submitting this Application." 
                Checked="True" GroupName="metRepresentative" /><br />
        <ul>
            <li>I/We now wish to be referred to a Representative for advice before I/we submit this Application.</li>
            <li>I/We do not wish to be referred to a Representative for advice before I/we submit this Application.</li>

        </ul>
        </fieldset>
        <br /><br />

        <fieldset>
        <legend style="font-size: 28px; font-weight: bold">A. Fund Switch</legend>
        <br />
         Please note the following criteria:
        <br />
         <ul>
            <li>Maximum no. of funds per policy is 5.</li>
            <li>Minimum Switch Out amount per fund is $500 or entire fund value whichever lower.</li>
            <li>Minimum Switch In amount per fund) is NA.</li>
            <li>Minimum Remaining Balance (per fund) is NA.</li>
            <li>Switch Fee is NA.<asp:SqlDataSource ID="SqlDataSource_funds" runat="server" 
                ConnectionString="<%$ ConnectionStrings:ConnectionString %>" 
                
                SelectCommand="SELECT '' AS fund_code, '' AS fund_name UNION ALL SELECT fund_code, fund_name FROM R_FUND ORDER BY fund_name">
            </asp:SqlDataSource>

            <asp:SqlDataSource ID="SqlDataSource_existingFunds" runat="server" 
                ConnectionString="<%$ ConnectionStrings:ConnectionString %>" 
                SelectCommand="SELECT DISTINCT fund_code, fund_name
FROM            (SELECT        '' AS fund_code, '' AS fund_name
                          UNION ALL
                          SELECT        PF.fund_code, F.fund_name
                          FROM            R_POLICY AS P INNER JOIN
                                                   R_POLICY_FUND AS PF ON P.policy_no = PF.policy_no INNER JOIN
                                                   R_FUND AS F ON PF.fund_code = F.fund_code
                          WHERE        (PF.status = 'ACTIVE') AND (P.status = 'ACTIVE') AND (P.user_id = @userId)) AS derivedtbl_1">
                <SelectParameters>
                    <asp:SessionParameter DefaultValue="15369472" Name="userId" 
                        SessionField="userID" />
                </SelectParameters>
            </asp:SqlDataSource>
             </li>
        </ul>

          <table class="tbl_fundSwitch" width="100%"> 
        <colgroup>
            <col style="width: 35%;">
            <col style="width: 10%;">
            <col style="width: 5%;">
            <col style="width: 35%;">
            <col style="width: 15%;">
        </colgroup>

        <tr>
        <th>Source Funds (Out)</th>
        <th>Amount ($ or %)</th>
        <th></th>
        <th>Target Funds (In)</th>
        <th>Amount (%)</th>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_sourceFund1" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_existingFunds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList>
            </td>
        <td><asp:TextBox ID="tb_sourceFundAmount1" runat="server" Text=""></asp:TextBox></td>
        <td></td>
        <td><asp:DropDownList ID="ddl_targetFund1" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_targetFundAmount1" runat="server" Text="" Width="130px" ></asp:TextBox>%</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_sourceFund2" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_existingFunds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_sourceFundAmount2" runat="server" Text=""></asp:TextBox></td>
        <td></td>
        <td><asp:DropDownList ID="ddl_targetFund2" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_targetFundAmount2" runat="server" Text="" Width="130px" ></asp:TextBox>%</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_sourceFund3" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_existingFunds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_sourceFundAmount3" runat="server" Text=""></asp:TextBox></td>
        <td></td>
        <td><asp:DropDownList ID="ddl_targetFund3" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_targetFundAmount3" runat="server" Text="" Width="130px" ></asp:TextBox>%</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_sourceFund4" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_existingFunds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_sourceFundAmount4" runat="server" Text=""></asp:TextBox></td>
        <td></td>
        <td><asp:DropDownList ID="ddl_targetFund4" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_targetFundAmount4" runat="server" Text="" Width="130px" ></asp:TextBox>%</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_sourceFund5" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_existingFunds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_sourceFundAmount5" runat="server" Text=""></asp:TextBox></td>
        <td></td>
        <td><asp:DropDownList ID="ddl_targetFund5" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_targetFundAmount5" runat="server" Text="" Width="130px" ></asp:TextBox>%</td>
        </tr>
        </table>
        <br />

        <ul>
            <li>Indicate "100%" for full switch out of a particular fund.</li>
            <li>Fund Switch (transfer) applies to the existing units and does not affect the allocation of future premiums.</li>
            <li>Subsequent fund switch from target fund received by valuation date will be processed the following working day.</li>
        </ul>
        </fieldset>
        <br /><br />

        <fieldset>
        <legend style="font-size: 28px; font-weight: bold">B. Premium Redirection</legend>
        <br />

        <table class="tbl_premiumRedirection" width="70%"> 
        <colgroup>
            <col style="width: 40%;">
            <col style="width: 40%;">
        </colgroup>

        <tr>
        <th>Name of Fund(s)</th>
        <th>% (in whole number)</th>
        </tr>

                <tr>   
        <td><asp:DropDownList ID="ddl_redirectFund1" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_redirectFundPercentage1" runat="server" Text=""></asp:TextBox>
            %</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_redirectFund2" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_redirectFundPercentage2" runat="server" Text=""></asp:TextBox>
            %</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_redirectFund3" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_redirectFundPercentage3" runat="server" Text=""></asp:TextBox>
            %</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_redirectFund4" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_redirectFundPercentage4" runat="server" Text=""></asp:TextBox>
            %</td>
        </tr>

        <tr>   
        <td><asp:DropDownList ID="ddl_redirectFund5" runat="server" Width="80%" 
                DataSourceID="SqlDataSource_funds" DataTextField="fund_name" 
                DataValueField="fund_code">
            </asp:DropDownList></td>
        <td><asp:TextBox ID="tb_redirectFundPercentage5" runat="server" Text=""></asp:TextBox>
            %</td>
        </tr>
        </table>
        <br />
        <ul>
            <li>Premium redirection does not affect existing units.</li>
        </ul>
        </fieldset>
        <br /><br />

       <%--<fieldset>
        <legend style="font-size: 28px; font-weight: bold">C. Auto Re-balancing</legend>
        <br />
        <asp:CheckBox ID="cb_autoRebalancing" runat="server" Text="To exercise Auto Re-balancing" />
        <br />
        <ul>
            <li>Available from 2nd Policy year onwards.</li>
            <li>Rebalancing occurs on policy anniversary and only if your portfolio's variance from your pre-specified allocation exceeds 5%.</li>
            <li>Administrative fee of $20 may be charged each time this transaction is executed. Please refer to your Policy contract for the terms and conditions.</li>
        </ul>
        </fieldset>
        <br /><br />--%>

        <fieldset>
        <legend style="font-size: 28px; font-weight: bold">Declaration</legend>
        <br />
        <asp:CheckBox ID="cb_agree" runat="server" AutoPostBack="false"
                Text="I agree to the following statements:" 
                oncheckedchanged="cb_agree_CheckedChanged" />&nbsp;<br /><br />
        1. I hereby authorise the Company to carry out the above-mentioned policy transaction(s) on my Policy received via Electronic Services.<br />
        I acknowledge that the Company is not responsible for verifying the authencity of the instructions given by me or purported to be given by me.<br />
        The Company reserves the right to withhold or disallow the execution of instructions for verification or other purposes and shall not be liable for any
        losses incurred in consequence. The Company retains full authority and discretion to amend the terms and manner of use of the Electronic Services
        (including terminating the use of such Electronic Services) at all times.
        <br /><br />
        2. I agree to indemnify and hold harmless the Company against any and all losses (whether direct, indirect, special or consequential) suffered by me or
        any third party arising from or in connection with the Company accepting and acting on my instructions (including where relevant, the use of the
        Electronic Services) except where such loss is attributable to the Company’s gross negligence or wilful default.
        </fieldset>
        <br /><br />
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         &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;
         <asp:ImageButton ID="btn_fundSwitchRequest" runat="server" 
            ImageUrl="~/Retirement/Images/confirmSubmit.png" Width="150" 
            onclick="btn_fundSwitchRequest_Click" />&nbsp;&nbsp;&nbsp;&nbsp;
        <asp:ImageButton ID="btn_cancelRequest" runat="server" 
            ImageUrl="~/Retirement/Images/cancelSubmit.png" Width="150" onclick="btn_cancelRequest_Click" />
        <br />
        <br />
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        &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp;
        <asp:Label ID="lb_exceptionMsg" runat="server" ForeColor="Red"></asp:Label>
        <br />
</asp:Content>

